Trilogy Funds’ Post

Happy Thursday! Today, don't just count the hours; make the hours count. ✨ Let MMCP ADVISORS help you invest in your future today. 🤝 Visit www.mmcpadvisors.co.za for more info! #investment #retirementplanning #wealthmanagement

I had the pleasure of contributing some of my thoughts to Beth Pinsker CFP® MarketWatch article that came out today It's about how lots of people unknowing have their IRAs sitting mostly or solely in cash, potentially for a very long time! #RetirementPlanning #IRA #Investing #FinancialPlanning

𝗧𝗵𝗲 𝗼𝗽𝗲𝗻 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝘁𝗵𝗲 Lloyd's 𝗺𝗮𝗿𝗸𝗲𝘁 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲 𝘁𝗼 𝘀𝗵𝗼𝘄 𝗶𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁 𝗳𝗿𝗼𝗺 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝗮𝘁𝘁𝗿𝗮𝗰𝘁𝗶𝘃𝗲 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗿𝗲𝘁𝘂𝗿𝗻𝘀. 📈The latest syndicate forecasts at Q3 2024 have been issued by Lloyd’s and show further improved profitability for capital providers. 📈Third party private capital is provided to several Lloyd’s syndicates on a 3 year accounted basis and updated forecasts for the 2022 and 2023 years have been issued which continue to show an improving trend. 📈Alpha’s capital providers are seeing the average 𝟮𝟬𝟮𝟮 𝘆𝗲𝗮𝗿 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝘁𝗼 𝗮 𝗿𝗲𝘁𝘂𝗿𝗻 𝗼𝗻 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗼𝗳 𝗰𝟮𝟯%. For 𝟮𝟬𝟮𝟯, 𝘁𝗵𝗲 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗵𝗮𝘀 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲𝗱 𝘁𝗼 𝗮 𝗰𝟮𝟵% 𝗿𝗲𝘁𝘂𝗿𝗻 𝗼𝗻 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 which could increase to nearer 40% when the year closes at the end of 2025. 📈These returns further highlight the attraction of investing at Lloyd’s as a diversfier in multi-asset portfolio. ✉️If you would like to learn more, please contact Emily Apple or Andreas Wichmann. #investments #familyoffice #wealthmanagement #pension #privateinvestmentoffice Alex Siddell

🚀 Ready to Make Your TFSA Work Harder for You? 🚀 Investing in Mutual Funds with Your TFSA is a game-changer! 🌟 Combining the tax benefits of a TFSA with the growth potential of mutual funds can supercharge your savings journey. Here's why you should consider this powerful duo: 1. **Tax-Free Growth**: All growth within your TFSA is tax-free! Imagine all your earnings going straight into your pocket. 2. **Diversification**: Mutual funds allow you to invest in a diversified portfolio, spreading your risk and increasing your chances of higher returns. 3. **Professional Management**: Benefit from the expertise of professional fund managers who make informed decisions on your behalf. 4. **Flexible Contributions**: No matter your contribution level, there's a mutual fund option that can help you grow your wealth. 5. **Long-Term Growth**: Investing in mutual funds is a great strategy for long-term financial goals like retirement or buying a home. 🔑 Key Strategies: - Start Early: The sooner you start, the more time your investments have to grow. - Regular Contributions: Consistently add to your TFSA to take advantage of compounding returns. - Stay Informed: Keep an eye on your investments and adjust as needed in response to market trends and personal goals. Ready to take the next step toward financial freedom? Visit [Pyramine Investment](https://lnkd.in/grGP7sDf) to learn more and start your journey today! #InvestSmart #TFSA #MutualFunds #FinancialFreedom #GrowYourWealth #InvestingTips #FutureGoals #MoneyMatters Take control of your financial future today! 🌟💼💰

It was a great two days at the Greenwich Economic Forum where private credit was front and center. Vivek Mathew, President of Antares Capital Advisers, and Mark Burgess of Australian Retirement Trust took on private credit but in a different way. Instead of debating the merits of the asset class (there are many!), they discussed the fundamentals of partnerships – what they’re built on, trends in partnership models, and how to assess the intangibles. Thanks for a great talk, Mark! #privatecredit #alternativeinvestments #alts #partnerships #directlending

Thinking about starting your own SMSF? Pause for a moment and ask: "What essentials should I consider before investing? If you don't have any idea what should be on the checklist, this post is just for you! Check out this post, as we have mentioned important points before doing SMSF. Please let us know if it was helpful or not in the comments, and contact Augmented for more details! #augmented #smsf #savemoney #retirementplanning #retirementsavings

🌱📈 The Power of Small Changes in Financial Planning! In the world of finance, tiny adjustments can lead to significant outcomes. By taking a long-term view and utilizing strategies like compounding and tax-efficient ISAs, you can work towards your financial goals—whether that's an early retirement or a lasting legacy for your loved ones. Stay proactive and regularly review your strategy to adapt to changing circumstances! Read more here👉 https://lnkd.in/enZp66Cj #FinancialPlanning #InvestSmart #Compounding #ISAs #PensionPlanning #FinancialGoals

Achieving your financial goals is easier than you think! Whether it's your dream car, dream home, child's education, foreign holiday, or retirement, you can make it happen by starting a SIP today. With an assumed monthly SIP of Rs. 15,000 invested in an equity fund at annual returns of 12.3%, you can achieve your financial milestones in a timely manner. Don't wait any longer to start investing in your future. Take the first step towards financial security and start your SIP today! #IIFL #mutualfunds

🌱📈 The Power of Small Changes in Financial Planning! In the world of finance, tiny adjustments can lead to significant outcomes. By taking a long-term view and utilizing strategies like compounding and tax-efficient ISAs, you can work towards your financial goals—whether that's an early retirement or a lasting legacy for your loved ones. Stay proactive and regularly review your strategy to adapt to changing circumstances! Read more here👉https://lnkd.in/eH3FSZkF #FinancialPlanning #InvestSmart #Compounding #ISAs #PensionPlanning #FinancialGoals

🌱📈 The Power of Small Changes in Financial Planning! In the world of finance, tiny adjustments can lead to significant outcomes. By taking a long-term view and utilizing strategies like compounding and tax-efficient ISAs, you can work towards your financial goals—whether that's an early retirement or a lasting legacy for your loved ones. Stay proactive and regularly review your strategy to adapt to changing circumstances! Read more here👉https://lnkd.in/eBHWd55N #FinancialPlanning #InvestSmart #Compounding #ISAs #PensionPlanning #FinancialGoals